Lifex Inflation Protected Income Fund Manager Performance Evaluation
| LIADX Fund | 16.49 0.00 0.00% |
The fund secures a Beta (Market Risk) of 0.0034, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Lifex Inflation-protec's returns are expected to increase less than the market. However, during the bear market, the loss of holding Lifex Inflation-protec is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Lifex Inflation Protected Income are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Lifex Inflation-protec is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Lifex Inflation-protec Relative Risk vs. Return Landscape
If you would invest 1,632 in Lifex Inflation Protected Income on August 26, 2024 and sell it today you would earn a total of 17.00 from holding Lifex Inflation Protected Income or generate 1.04% return on investment over 90 days. Lifex Inflation Protected Income is currently producing 0.016% returns and takes up 0.1127% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Lifex, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Lifex Inflation-protec Current Valuation
Fairly Valued
Today
Please note that Lifex Inflation-protec's price fluctuation is very steady at this time. Lifex Inflation-protec secures a last-minute Real Value of USD16.45 per share. The latest price of the fund is USD16.49. Our model forecasts the value of Lifex Inflation-protec from analyzing the fund technical indicators and probability of bankruptcy. In general, investors recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Lifex Inflation-protec is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lifex Mutual Fund. However, Lifex Inflation-protec's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 16.49 | Real 16.45 | Hype 16.49 | Naive 16.5 |
The intrinsic value of Lifex Inflation-protec's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Lifex Inflation-protec's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Lifex Inflation Protected Income helps investors to forecast how Lifex mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Lifex Inflation-protec more accurately as focusing exclusively on Lifex Inflation-protec's fundamentals will not take into account other important factors: Lifex Inflation-protec Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lifex Inflation-protec's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Lifex Inflation Protected Income, and traders can use it to determine the average amount a Lifex Inflation-protec's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.142
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| Negative Returns | LIADX |
Estimated Market Risk
| 0.11 actual daily | 0 100% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Lifex Inflation-protec is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Lifex Inflation-protec by adding it to a well-diversified portfolio.
About Lifex Inflation-protec Performance
Evaluating Lifex Inflation-protec's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lifex Inflation-protec has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Lifex Inflation-protec has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in fixed income securities to support the funds inflation-linked distributions. It pursues its investment objective by investing in debt securities issued by the U.S. Treasury, primarily securities that are commonly known as TIPS, or other securities that are also backed by the full faith and credit of the U.S. government.Things to note about Lifex Inflation-protec performance evaluation
Checking the ongoing alerts about Lifex Inflation-protec for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lifex Inflation-protec help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Lifex Inflation-protec's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Lifex Inflation-protec's mutual fund performance include:- Analyzing Lifex Inflation-protec's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Lifex Inflation-protec's stock is overvalued or undervalued compared to its peers.
- Examining Lifex Inflation-protec's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Lifex Inflation-protec's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lifex Inflation-protec's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lifex Inflation-protec's mutual fund. These opinions can provide insight into Lifex Inflation-protec's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Lifex Mutual Fund
Lifex Inflation-protec financial ratios help investors to determine whether Lifex Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lifex with respect to the benefits of owning Lifex Inflation-protec security.
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